Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.599 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 48856.05 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 42172.45 Kr¶
PnL: ---------------------------------------> -260.83 Kr¶
DD now: ---------------------------------> -8.028 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 14:20:18.448090'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.370000 | 1660.500000 | 192.960000 | 13.150000 | 1467.540000 |
| Hoist Finance | 35 | 1.790000 | 995.750000 | 17.500000 | 1.790000 | 978.250000 |
| Orrön Energy | 180 | 0.440000 | 2049.300000 | 11.700000 | 0.570000 | 2037.600000 |
| Catena | 2 | 1.470000 | 801.200000 | 11.600000 | 1.470000 | 789.600000 |
| BioGaia B | 8 | 1.210000 | 939.200000 | 11.200000 | 1.210000 | 928.000000 |
| HEXPOL B | 9 | 0.000000 | 1028.700000 | 10.800000 | 1.060000 | 1017.900000 |
| JM | 6 | 1.110000 | 871.800000 | 9.600000 | 1.110000 | 862.200000 |
| Atrium Ljungberg B | 5 | 0.860000 | 941.000000 | 8.000000 | 0.860000 | 933.000000 |
| Sagax A | 4 | 0.000000 | 860.000000 | 8.000000 | 0.940000 | 852.000000 |
| Platzer Fastigheter Holding B | 12 | 0.750000 | 966.000000 | 7.200000 | 0.750000 | 958.800000 |
| Sagax B | 4 | 0.800000 | 858.800000 | 6.800000 | 0.800000 | 852.000000 |
| ASSA ABLOY B | 3 | 0.270000 | 779.100000 | 2.100000 | 0.270000 | 777.000000 |
| Bilia A | 8 | 0.000000 | 899.200000 | 1.600000 | 0.180000 | 897.600000 |
| Hexatronic Group | 12 | 0.070000 | 965.280000 | 0.720000 | 0.070000 | 964.560000 |
| AcadeMedia | 8 | -0.300000 | 401.600000 | 0.400000 | 0.100000 | 401.200000 |
| Clas Ohlson B | 12 | -0.060000 | 970.200000 | -0.600000 | -0.060000 | 970.800000 |
| Biotage | 7 | -0.220000 | 937.300000 | -2.100000 | -0.220000 | 939.400000 |
| SKF B | 5 | -0.530000 | 933.000000 | -5.000000 | -0.530000 | 938.000000 |
| Creaspac SPAC | 39 | -0.320000 | 3701.100000 | -7.800000 | -0.210000 | 3708.900000 |
| Byggmax Group | 33 | -0.970000 | 945.120000 | -9.240000 | -0.970000 | 954.360000 |
| Gränges | 9 | -1.070000 | 916.200000 | -9.900000 | -1.070000 | 926.100000 |
| OX2 | 13 | -1.100000 | 937.300000 | -10.400000 | -1.100000 | 947.700000 |
| EQT | 4 | -1.350000 | 818.400000 | -11.200000 | -1.350000 | 829.600000 |
| Nordic Waterproofing Holding | 7 | -2.030000 | 945.000000 | -19.600000 | -2.030000 | 964.600000 |
| Addnode Group B | 11 | -2.220000 | 898.150000 | -20.350000 | -2.220000 | 918.500000 |
| Alimak Group | 11 | -2.490000 | 903.100000 | -23.100000 | -2.490000 | 926.200000 |
| Latour B | 4 | -4.120000 | 820.000000 | -35.200000 | -4.120000 | 855.200000 |
| VEF | 909 | -2.450000 | 1807.090000 | -38.180000 | -2.070000 | 1845.270000 |
| Vitec Software Group B | 2 | -3.970000 | 1041.000000 | -43.000000 | -3.970000 | 1084.000000 |
| Indutrade | 5 | -3.540000 | 1171.500000 | -43.000000 | -3.540000 | 1214.500000 |
| Bufab | 3 | -4.180000 | 1060.200000 | -46.200000 | -4.180000 | 1106.400000 |
| Hexagon B | 26 | -1.660000 | 3394.300000 | -57.200000 | -1.660000 | 3451.500000 |
| INVISIO | 16 | -2.170000 | 3600.000000 | -80.000000 | -2.170000 | 3680.000000 |
| BHG Group | 97 | -6.860000 | 1356.060000 | -98.940000 | -6.800000 | 1455.000000 |
| TOTAL | 42172.450000 | -260.830000 | -8.02762% | 42433.280000 |
Updated:¶
'2023-07-03 14:20:35.186491'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
